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Portfolio (Quarterly) Guide ↗

Hilltop Holdings Inc.

· CIK 0001265131
13F Portfolio $1.7B AUM 1,353 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 98 New 281 Added 434 Reduced 121 Exited
Page 33 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AM ANTERO MIDSTREAM CORP Energy 21,223.0 $378K 0.02% +273.0 +1.3% $17.79 +23.1%
642 CAFX PROFESIONALLY MANAGED PORTFO 15,084.0 $377K 0.02% -166K -91.7% $25.01 -1.1%
643 NET CLOUDFLARE INC Technology 1,902.0 $375K 0.02% -3K -61.3% $197.15 +11.0%
644 WYNN WYNN RESORTS LTD Consumer Cyclical 3,115.0 $375K 0.02% -850.0 -21.4% $120.33 -18.9%
645 RIO RIO TINTO PLC Basic Materials 4,664.0 $373K 0.02% +440.0 +10.4% $80.03 +33.1%
646 VCR VANGUARD WORLD FD 947.0 $373K 0.02% -34.0 -3.5% $393.59 +0.4%
647 OTIS Otis Worldwide Industrials 4,260.0 $372K 0.02% -206.0 -4.6% $87.35 -16.7%
648 ABT Abbott Laboratories Healthcare 2,962.0 $371K 0.02% -84K -96.6% $125.29 -30.9%
649 AGI Alamos Gold Inc Basic Materials 9,583.0 $370K 0.02% -2K -13.5% $38.58 +3.3%
650 GII SPDR INDEX SHS FDS 5,293.0 $369K 0.02% $69.77 +10.1%
651 HOOD Robinhood Markets Inc Financial Services 3,257.0 $368K 0.02% -633.0 -16.3% $113.10 -34.8%
652 TRV Travelers Cos Inc Financial Services 1,267.0 $368K 0.02% -8K -86.5% $290.06 +5.1%
653 EVR EVERCORE INC Financial Services 1,077.0 $366K 0.02% -69.0 -6.0% $340.04 +1.5%
654 SBR Sabine Royalty Trust Energy 5,337.0 $366K 0.02% -70.0 -1.3% $68.57 +10.5%
655 GIS General Mills Inc Consumer Defensive 7,861.0 $366K 0.02% +584.0 +8.0% $46.50 -28.6%
656 CQP CHENIERE ENERGY PARTNERS LP Energy 6,804.0 $364K 0.02% +450.0 +7.1% $53.48 +15.2%
657 CCJ CAMECO CORP Energy 3,977.0 $364K 0.02% -160.0 -3.9% $91.48 +18.2%
658 HARD SIMPLIFY EXCHANGE TRADED FUN 12,182.0 $361K 0.02% +101.0 +0.8% $29.64 +14.2%
659 CW CURTISS WRIGHT CORP Industrials 654.0 $360K 0.02% -765.0 -53.9% $550.46 +36.6%
660 FTCB FIRST TR EXCHANGE-TRADED FD 16,952.0 $360K 0.02% +2K +17.3% $21.23 -2.1%
Page 33 of 45  ·  881 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.3%
Financial Services 22.8%
Industrials 10.6%
Healthcare 8.9%
Communication Services 8.1%
Consumer Cyclical 6.4%
Consumer Defensive 6.2%
Energy 5.7%
Utilities 3.4%
Basic Materials 2.1%